Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $54,962 | $29,546+86.0% | $56,441-2.6% | $77,671-29.2% |
| Participation rate | 0.0% | 32.7%-32.7pp | 52.5%-52.5pp | 70.6%-70.6pp |
| Annual return | 22.52% | 19.01%+3.5pp | 1704.21%-1681.7pp | 31.21%-8.7pp |
| Employer contribution / active EE | $90 | $568-84.1% | $1,039-91.3% | $2,726-96.7% |
| Participant deferral / active EE | $546 | $1,061-48.6% | $1,953-72.1% | $4,648-88.3% |
| Admin fee / account holder | $1,306 | $1,046+24.8% | $2,829-53.8% | $430+203.4% |